Unclaimed Profile

Ian Jeffrey Yankwitt

TORTOISE INVESTMENT MANAGEMENT, LLC·WHITE PLAINS, New York

Series 65Clean record14 years registeredTORTOISE INVESTMENT MANAGEMENT, LLC

2 WESTCHESTER PARK DRIVE, WHITE PLAINS, NY 10604CRD# 4717070Firm CRD# 128723

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ian Jeffrey Yankwitt · WHITE PLAINS, NY

Registration

CRD #4717070 · TORTOISE INVESTMENT MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TORTOISE INVESTMENT MANAGEMENT, LLC

TORTOISE INVESTMENT MANAGEMENT, LLC

Dec 2011 – Feb 2020

WHITE PLAINS, NY

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 19, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TORTOISE INVESTMENT MANAGEMENT, LLC

CRD 128723 · SEC 801-65160

AUM

$1.5B

Regulatory assets under management

Employees

2,685 client accounts

Services offered by TORTOISE INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TORTOISE INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Ian Jeffrey Yankwitt offer?

Ian Jeffrey Yankwitt specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Ian Jeffrey Yankwitt's credentials?

Ian Jeffrey Yankwitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ian Jeffrey Yankwitt located?

Ian Jeffrey Yankwitt is based in WHITE PLAINS, New York, last registered with TORTOISE INVESTMENT MANAGEMENT, LLC.

How does Ian Jeffrey Yankwitt charge for services?

Ian Jeffrey Yankwitt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TORTOISE INVESTMENT MANAGEMENT, LLC?

TORTOISE INVESTMENT MANAGEMENT, LLC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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